3. 1 - Discover the Prime Customer
The Discover Phase of the Prime Process is about research and preparation. It encompasses how salespeople get ready to engage and serve customers. Everyone who sells starts at the same point — the identification of a customer. In conventional sales, this is called prospecting and qualification, which, unfortunately, is often characterized by minimal preparation. In Discover, however, this preparation is expanded into a process that is aimed at the identification of a specific customer who has the highest probability of change.
Discover means pushing beyond the traditional boundaries of prospecting to create a solid foundation on which to build a long-term, profitable relationship. It recognizes the fact that every “qualified” prospect will not become a customer. And it embraces that realization by actively looking for reasons to disqualify a prospect and by refusing to unnecessarily waste the time and resources of the prospect or the sales professional. The tasks in the Discover phase include pre-contact research of potential customers and their industry. Discover also includes the preparation of an engagement strategy, which includes
  • an introduction,
  • some basic assumptions about the value that could be created, and
  • a conversational bridge designed for that specific customer.
  • In addition, it includes the initial contact with the prospective customer, during which this information is communicated. Then, customer and salesperson mutually decide whether the sales process should continue.
In the Discover phase, as in each succeeding phase of the Diagnostic Business Development process, salespeople are actively building a perception of themselves in the customer’s mind. In this case, that perception is one of professionalism. You want customers to understand that mutual respect and trust govern your relationship. You want them to see you as competent, well versed in their business, and a source of competitive advantage.